How to Import Friends Data from Podio into Excel

using Coefficient excel Add-in (500k+ users)

Learn how to import Podio Friends data into Excel using Coefficient to manage your network connections.

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Getting your Podio Friends data into Excel helps you manage your connections within Podio, track relationships, and see who you’re connected with. Manually exporting this information is not efficient and it quickly becomes old.

Coefficient offers a live connection for automatic data updates.

This guide shows you how to easily import your Friends data from Podio into Excel.

TLDR

  • Step 1:

    Step 1. Install Coefficient in Excel and connect your Podio account.

  • Step 2:

    Step 2. Use Import from… to select the Podio connector.

  • Step 3:

    Step 3. Choose the Friends object and select the fields you need.

  • Step 4:

    Step 4. Import the data into your sheet and set up auto-refresh.

Step-by-step guide to importing Podio Friends into Excel

Step 1: Install and connect Coefficient

Get Coefficient installed in your Excel application to start.

  1. Open Excel.
  2. Go to the Insert tab.
  3. Click Get Add-ins.
  4. Search for and install “”Coefficient”” from the Office Add-ins store.
  5. Open the Coefficient sidebar, found in the Home or Add-ins tab.
  6. Click “”Import from…”” and select Podio. Follow the steps to connect your Podio account.
Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Import the Friends data

With the connection ready, you can now bring in your Friends data.

  1. In the Coefficient sidebar for the Podio connector, choose to import from an **Object**.
  2. Find and select the “”Friends”” object from the list.
  3. Choose the specific data fields from Friends that you want in your Excel sheet.
  4. Apply any filters or sorting if needed.
  5. Click “”Import”” to pull the data into your sheet.
Project management tools including Asana, Trello, Jira, and Notion displayed as connectors.

Step 3: Set up auto-refresh (Optional)

Keep your Friends data current automatically.

  1. After the data is imported, find your import listed in the Coefficient sidebar next to the Refresh button.
  2. Click the refresh settings icon.
  3. Select “”Schedule”” to automate updates.
  4. Choose how often the data should refresh (e.g., hourly, daily) and set a time.
  5. Save the schedule. Your Friends data will update automatically.
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Available Podio Objects

  • Alerts
  • App market
  • Applications
  • Batch
  • Calendar
  • Comments
  • Contacts
  • Conversations
  • Devices
  • Email
  • Embeds
  • Files
+29 more

Frequently Asked Questions

  • How to get Friends from Podio?

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    Extracting your list of connections (Friends) from Podio manually for management can be complex. Coefficient connects directly to Podio, allowing you to easily import live Friends data into Excel for review and analysis of your network.

  • How do I get a list of Friends in Podio?

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    Getting a simple, complete list of all your connections (Friends) in Podio might require specific steps. Coefficient pulls your Podio Friends object data into Excel, providing a clear list to help you track and manage your network.

  • How do I download Friends data from Podio?

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    Exporting Friends data directly from Podio may not offer flexible options for your needs. Coefficient provides a straightforward way to download your Friends data into Excel with a live connection for easy refreshing and ongoing management.

  • How to automate importing Podio Friends to Excel daily?

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    Manually reviewing your connections list daily is inefficient. With Coefficient, you can set a daily schedule to automatically refresh your Podio Friends data in Excel, ensuring you stay updated on your network.

  • How do I update Friends from Excel to Podio?

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    Managing connection details typically happens within Podio. Where supported, Coefficient’s two-way sync feature allows you to make updates to data in your Excel sheet and push those changes back to the source system, simplifying data management.

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